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Capabilities

Expert Guidance for Middle-Market Success

Kingswood’s expertise includes, but is not limited to, private and public capital markets advisory, debt financings, M&A, SPAC advisory and other strategic advisory.

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Our capital markets services provide flexible access to capital for emerging growth companies to achieve their short and long-term objectives.
Capital Markets
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Public Equity
Our underwriting capabilities span initial public offerings, follow-ons,
public transactions and private placements
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Private Capital
Kingswood advises private companies on fundraises across the capital structure (both debt and equity). Our primary focus is on growth equity and private equity stage companies.
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Institutional Connectivity
Kingswood’s experienced execution team leverages longstanding relationships with top-tier buyside investor base to achieve the best results for our clients
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Differentiated Distribution
Curated network of family offices and exclusive access to an
extensive retail network via Kingswood’s $14B+ of private wealth AUM.
Strategic Advisory
Our strategic advisory services offer unconflicted advice to navigate our client’s most important strategic and financial decisions.
Our team combines deep industry knowledge with innovative solutions to help clients achieve their goals and maximize value.
Mergers & Acquisitions
Navigate M&A with confidence. We provide strategic advice tailored to your specific goals and objectives.
Restructuring
Experience working across complex distressed situations. Our team provides
indisputable advice on a variety of capital structure and restructuring issues.
SPAC Advisory
Maximize opportunities and 
minimize risks in SPAC transactions 
with our expert guidance. We offer comprehensive support from structuring to post-merger integration.
Uplistings/Cross-Listings
Expand your market presence with our expert guidance in listing transitions. 
We help you navigate complexities and achieve your market expansion goals.
Kingswood Defense Group
Kingswood Defense Group collaborates with both public and private companies on their strategic and financial needs, and provides guidance to enhance their current operations, product development, DOD procurement strategies and evaluation of global markets. By leveraging Kingswood Defense Group, clients gain accelerated decision-making capabilities across various segments of the national defense and aerospace sectors.